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Farther Finance Advisors’s Constellation Brands STZ Stock Holding History

Farther Finance Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
2,004
-610
-23% -$90.7K ﹤0.01% 1998
2026
Q1 		$395K Buy
2,614
+192
+8% +$29.7K ﹤0.01% 1559
2025
Q4 		$334K Sell
2,422
-622
-20% -$85.3K ﹤0.01% 1577
2025
Q3 		$410K Buy
3,044
+822
+37% +$131K 0.01% 1182
2025
Q2 		$362K Buy
2,222
+153
+7% +$27.4K 0.01% 1079
2025
Q1 		$382K Buy
2,069
+1,328
+179% +$241K 0.01% 923
2024
Q4 		$164K Sell
741
-71
-9% -$16.9K 0.01% 1074
2024
Q3 		$209K Buy
812
+150
+23% +$37.2K 0.01% 973
2024
Q2 		$170K Buy
662
+109
+20% +$28K 0.01% 913
2024
Q1 		$147K Buy
553
+63
+13% +$15.9K 0.01% 803
2023
Q4 		$118K Buy
490
+128
+35% +$30.4K 0.01% 733
2023
Q3 		$91K Sell
362
-13
-3% -$3.39K 0.01% 595
2023
Q2 		$92.3K Buy
375
+25
+7% +$5.85K 0.02% 492
2023
Q1 		$79.1K Buy
350
+152
+77% +$33.8K 0.02% 475
2022
Q4 		$45.9K Buy
+198
New +$47.4K 0.02% 512

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farther Finance Advisors's STZ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Constellation Brands (STZ) stake by 23% in Q2 2026, selling an estimated $90.7K and leaving 2,004 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Farther Finance Advisors first reported a position in STZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $410K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Farther Finance Advisors held 2,004 shares of Constellation Brands worth $279K as of Q2 2026.
  • Farther Finance Advisors sold 610 Constellation Brands shares in Q2 2026, an estimated $90.7K.
  • Constellation Brands made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1998 holding.
  • Farther Finance Advisors first reported a position in Constellation Brands in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Constellation Brands position peaked at $410K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.